Regal Investment Advisors LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,126 filers reported holding NOVARTIS A G in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2022$203,000
-1.0%
2,400
+2.7%
0.02%
+10.5%
Q1 2022$205,000
-11.6%
2,336
-17.7%
0.02%
-17.4%
Q3 2021$232,000
+5.0%
2,837
+17.0%
0.02%
+4.5%
Q2 2021$221,000
-12.0%
2,424
-9.0%
0.02%
-21.4%
Q4 2020$251,000
-15.8%
2,663
-21.9%
0.03%
-49.1%
Q2 2020$298,000
+8.0%
3,410
-0.3%
0.06%
-9.8%
Q1 2018$276,000
-0.7%
3,419
+3.2%
0.06%
-1.6%
Q4 2017$278,000
+8.2%
3,313
+10.6%
0.06%
+3.3%
Q3 2017$257,000
+1.2%
2,996
+1.5%
0.06%
-9.1%
Q4 2015$254,000
-5.6%
2,953
+0.7%
0.07%
-5.7%
Q3 2015$269,000
-9.1%
2,933
-2.8%
0.07%
-12.5%
Q2 2015$296,000
-5.7%
3,018
-5.3%
0.08%
+2.6%
Q1 2015$314,000
+48.8%
3,186
+40.0%
0.08%
+36.8%
Q4 2014$211,000
+27.9%
2,276
+29.5%
0.06%
+14.0%
Q3 2014$165,000
+211.3%
1,758
+202.1%
0.05%
+163.2%
Q2 2014$53,0005820.02%
Q2 2013$000.00%
Other shareholders
NOVARTIS A G shareholders Q1 2021
NameSharesValueWeighting ↓
PRENTISS SMITH & CO INC 127,510$11,721,0006.50%
MANAGED ASSET PORTFOLIOS, LLC 127,716$11,740,0006.04%
EXENCIAL WEALTH ADVISORS, LLC 116,917$10,747,0005.25%
MCDANIEL TERRY & CO 181,095$16,646,0004.64%
Fayerweather Charles 18,180$1,671,0004.54%
Osher Van de Voorde Investment Management 78,138$7,182,0004.38%
BROWN BROTHERS HARRIMAN & CO 9,291,495$854,074,0004.35%
Boulegeris Investments, Inc. 61,322$5,637,0004.31%
DODGE & COX 45,723,035$4,202,861,0004.23%
WHV Investments, Inc. 1,603,476$152,945,0004.23%
View complete list of NOVARTIS A G shareholders